Volume 3, Issue 2 On February 17, 2009, President Obama signed into law the $787 Billion American Recovery and Reinvestment Act of 2009 (ARRA). This new law, designed to stimulate the economy, contains numerous tax provisions that affect individuals and small...

Volume 3, Issue 1 These are difficult times. The “experts” now acknowledge that we are in a recession – and that we have been so for some time. Consumer confidence is low. As a result many of us are concerned, wondering what planning we should do...

Volume 2, Issue 4 With the rash of bank failures, you may wonder whether – and to what extent – the FDIC (Federal Deposit Insurance Corporation) will protect your bank accounts. Fortunately, new rules from the FDIC clarify how you can ensure maximum FDIC...

Volume 2, Issue 3 Included is a story from an estate planning colleague, Guy Jackson, that had a profound impact on his client – and him. Ten Dollars Worth of Flowers Sometimes, the little that we have is more than we think. Sometimes, what it is we have can...

Volume 2, Issue 2 There was a recent change in the tax law that you might not be familiar with – yet it may entitle you to significant tax savings. Beginning January 1, 2008 and continuing through December 31, 2010 (unless extended by Congress), a zero tax rate...